Seminars and Video Replays
OSB CLE seminars cover many areas of law to educate Oregon lawyers and assist them in staying up-to-date on changing legal developments. Led by expert practitioners and nationally recognized guest speakers, our seminars cover various levels of expertise for the new and experienced lawyer.
Legend Live Seminar
Video Replay - Confirmed
Video Replay - Pending
Video Replay - Cancelled
Teleseminar
Webinar
Fundamentals of Exempt Taxation—OSB CLE Quick Call (Replay)
Brought to you in partnership with Webcredenza, a professional education broadcast network
1 General CLE credit
Understanding how the principles of exempt taxation work in the real world is essential for attorneys advising nonprofits. A nonprofit may be exempt from federal income taxation, but it is difficult to obtain and maintain that status while expanding the revenue-generating activities necessary to support its charitable or educational mission. This program is designed for non-tax specialists advising nonprofit organizations on their operations. The program discusses the requirements of obtaining tax-exempt status, the differences between the major types of exempt organizations, and major tax-exempt concepts such as the unrelated business income tax, joint ventures with profit-making ventures, and more.
- Requirements of obtaining and maintain tax-exempt status for nonprofits
- Differences between a “public charity” and a “private foundation” for exemption purposes
- Unrelated business income and how it is taxed
- Joint ventures with profit-making firms
- Reporting and compliance obligations
Speakers: Daniel J. Hoffheimer is a partner in the Cincinnati office of Taft Stettinius & Hollister LLP, where his law practice concentrates on estate planning, trust and probate law, elder law and guardianships, estate and gift taxation, and probate court litigation. He is a Fellow of the American College of Trust and Estate Counsel and formerly served as a Lecturer-in-Law at the University of Cincinnati College of Law. Mr. Hoffheimer formerly served as the President of Cincinnati Bar Association and currently serves on the Section Council of the Estate Planning, Trust and Probate Law Section of the Ohio State Bar Association.
Michael S. Williams is an attorney in the Cincinnati office of Taft Stettinius & Hollister LLP, where his practice focuses on estate planning and administration, providing advice to nonprofit and tax-exempt organizations, and tax planning for businesses. He has written and spoken extensively on estate planning topics.
Click to register:
(Original program date: April 22, 2010)
September 24, 2010
10 a.m.–11 a.m. Pacific time
